Step by step guide on how to launch and integrate an AI Assistant on your HubSpot account.
What is Quickchat AI?
Quickchat AI, a platform designed for building fully customized and multilingual AI Assistants powered by state-of-art models, now brings its impressive capabilities to HubSpot Conversations. With Quickchat AI, you can develop a ChatGPT or GPT-4 based AI Assistant tailored to your company branding and designed with the exact knowledge you need to support customers' inquiries seamlessly.
Integrating Quickchat AI assistant with HubSpot Conversations is a powerful customer service tool that enables businesses to interact with their customers by providing instant support, and build customer relationships, providing automated responses to customer queries and streamlining your customer support processes.
Where do I start?
- Create an account and purchase the Quickchat subscription.
- Build your Knowledge Base (what do you want your AI to know?) and customize your settings.
- Test it using Preview in the dashboard.
HubSpot integration in Quickchat dashboard:
- Preferably, create a new HubSpot account for your AI Assistant.
- Once your Quickchat AI is ready, navigate to the Quickchat AI dashboard and go to the Integrations tab.
- On the list of available platforms, select HubSpot.
- Provide the email address of the user (bot) you want to connect with Quickchat AI. It will be responding to messages on behalf of that account.
- Click on Authenticate with HubSpot and follow the on-screen prompts by choosing the appropriate HubSpot workspace. Please keep in mind that you need to have HubSpot Super Admin permissions in order to authenticate your account.
HubSpot account settings:
- Create a new Chatflow on HubSpot account. Go to the Conversations tab and then select Chatflows
- Create a new Chatflow or edit an existing one.
- Choose Website and then Live chat.
- Select an inbox and language. (remember to set the same language in Quickchat AI settings)
- Customize your Welcome message.
- Disable Knowledge base search.
- Select Automatically assign conversations, select Specific users and select your Quickchat user (associated with the email address you provided earlier).
- (Optional) Disable Email capture.
- Save your chatflow.Your integration is now complete! You can test the widget in the Preview section of the HubSpot Chatflow editor and share it on your website. Quickchat AI will automatically start responding to your customer messages!
Quickchat AI’s diverse range of additional features is designed to offer a genuinely customized and efficient user experience, perfectly catering to your company’s distinctive needs.
Benefit from adjustable reply length settings to provide concise or more detailed responses, based on your preferred communication style. Try out the AI creativity levels to strike the perfect balance between innovative ideas and practical suggestions, aligning with your company’s tastes and aspirations.
These powerful customization options, paired with Quickchat AI’s core functions, result in a finely-tuned Conversational AI experience that elevates your customer interactions and sets your brand apart from the competition.
Even more features
If your business requires more custom features, you can contact us at firstname.lastname@example.org to provide you with a custom solution tailored to your needs.
That’s it! 🎉
Your HubSpot integration is now ready and your company is enriched with a powerful AI assistant that will help you to improve your customer support and increase your customer satisfaction.